Issues lobbied + lobbyists (6)
RET — Retirement
Issues related to DOL revising ERISA fiduciary rules and suggested DOL recommendations to IB 95-1 guidance; Issues related to retirement market expansion including mandated auto-IRAs, 401k, 403(b) parity, and enrollment.
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
TAX — Taxation/Internal Revenue Code
H.R. 2547, Secure Family Futures Act of 2025, all provisions; S. 1335, Secure Family Futures Act of 2025, all provisions.
Government entities lobbied: HOUSE OF REPRESENTATIVES
INS — Insurance
H.R. 1842, PAW Act of 2025, all provisions.
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
HCR — Health Issues
Issues related to providing E-delivery of documents for ERISA health and welfare benefit products; the Voluntary Excepted and Supplemental Benefits Protection Act (bill not yet introduced).
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes.
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
RES — Real Estate/Land Use/Conservation
H.R. 6644,21st Century ROAD to Housing Act, issues related to Section 901.
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE